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Market Street Wealth Management Advisors’s Cummins CMI Stock Holding History

Market Street Wealth Management Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$270K Buy
379
+1
+0.3% +$659 0.04% 104
2026
Q1 		$203K Sell
378
-58
-13% -$32.8K 0.03% 105
2025
Q4 		$223K Sell
436
-53
-11% -$24.8K 0.03% 99
2025
Q3 		$207K Buy
+489
New +$187K 0.03% 100

Other funds holding CMI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Market Street Wealth Management Advisors's CMI Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its Cummins (CMI) stake by 0.26% in Q2 2026, buying an estimated $659 and bringing the position to 379 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #104.

Market Street Wealth Management Advisors first reported a position in CMI in Q3 2025 and has held it in 4 quarters since. 1,170 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Market Street Wealth Management Advisors held 379 shares of Cummins worth $270K as of Q2 2026.
  • Market Street Wealth Management Advisors bought 1 Cummins share in Q2 2026, an estimated $659.
  • Cummins made up 0.04% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #104 holding.
  • Market Street Wealth Management Advisors first reported a position in Cummins in Q3 2025 and has held it in 4 quarters since.
  • 1,170 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.